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AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3101	SC Steph & Co Marinette, Wisconsin	$170K	$0	1	0.04%	Maintained
3102	PL Parkwood LLC Cleveland, Ohio	$169K	-$1.48M	1	0.01%	Reduced
3103	TAP Tounjian Advisory Partners Fort Myers, Florida	$169K	-$980K	2	0.07%	Reduced
3104	HWP Highline Wealth Partners Sherman Oaks, California	$168K	+$1.54K	2	0.03%	Increased
3105	AI Acuitas Investments Seattle, Washington	$167K	-$49.8K	1	11.74%	Reduced
3106	CC Commons Capital Needham, Massachusetts	$167K	+$5.68K	1	0.12%	Increased
3107	AG AmeriFlex Group Las Vegas, Nevada	$167K	-$177K	5	0.07%	Reduced
3108	Capital Analysts LLC Fort Washington, Pennsylvania	$166K	-$66.6K	4	0%	Reduced
3109	AFG Albion Financial Group Salt Lake City, Utah	$165K	-$136K	1	0.01%	Reduced
3110	First Command Advisory Services Fort Worth, Texas	$163K	+$56.8K	3	0%	Increased
3111	CWP Clark Wealth Partners O'fallon, Illinois	$163K	-$1.29K	2	0.09%	Reduced
3112	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$162K	+$4.45K	4	0.03%	Increased
3113	PCM Palouse Capital Management Spokane, Washington	$162K	-$7.68K	1	0.1%	Reduced
3114	CL CPWA LLC Hood River, Oregon	$160K	+$238K	1	0.19%	New
3115	KAM KEB Asset Management Springfield, Illinois	$157K	-$682	1	0.03%	Reduced
3116	RL Rogco LP Claremore, Oklahoma	$156K	$0	1	0.05%	Maintained
3117	EWM Evolution Wealth Management Fort Myers, Florida	$155K	+$40.7K	3	0.09%	Increased
3118	Vanguard National Trust Malvern, Pennsylvania	$152K	+$162K	2	0.01%	Increased
3119	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$151K	+$124	4	0.15%	Increased
3120	PB Prosperity Bancshares Houston, Texas	$150K	-$17.1K	2	0.1%	Reduced
3121	SI Sofinnova Investments Menlo Park, California	$149K	+$153K	1	0.01%	New
3122	1CP 1015 Capital Partners Pottstown, Pennsylvania	$149K	-$136	2	0.12%	Reduced
3123	Old Mission Capital Chicago, Illinois	$148K	+$155K	1	0%	New
3124	WB Webster Bank Waterbury, Connecticut	$147K	+$4.83K	2	0.01%	Increased
3125	Advent Capital Management New York	$147K	+$80K	1	0%	Increased